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With the new OBBB introducing changes to tax laws and retirement planning, understanding the opportunities and potential pitfalls of Roth conversions has never been more crucial.…

Modern Retirement Theory (MRT), developed in 2008–2009 by Jason K. Branning, CFP®, RICP®, and M. Ray Grubbs, PhD, is a safety-first, goal-driven approach to retirement planning.…

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits.Join retirement expert Denise Appleby as she explains how these mistakes are often made and what…

Join insurance experts Barry Flagg, CFP® and Kevin Kimbrough, CFP® to learn how permanent life insurance can function as a tax-efficient asset in retirement income and wealth-…

Charitable Giving with Purpose: Mastering QCDs and the IRA-to-CGA RolloverFor many retirees, Required Minimum Distributions (RMDs) create unintended tax burdens — especially for…